EHWM
Eads & Heald Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
+6.57%
1 Year Return
+18.55%
3 Year Return
+74.74%
5 Year Return
+137.36%
10 Year Return
+339.12%
AUM
$203M
AUM Growth
+$203M
(+0.75%)
Cap. Flow
-$9.42M
Cap. Flow
% of AUM
-4.63%
Top 10 Holdings %
Top 10 Hldgs %
15.41%
Holding
151
New
7
Increased
21
Reduced
113
Closed
6
Top Buys
| 1 |
Broadcom
AVGO
|
$885K |
| 2 |
Analog Devices
ADI
|
$395K |
| 3 |
Caterpillar
CAT
|
$389K |
| 4 |
Chemed
CHE
|
$307K |
| 5 |
ConocoPhillips
COP
|
$255K |
Top Sells
| 1 |
PayPal
PYPL
|
$594K |
| 2 |
Oracle
ORCL
|
$537K |
| 3 |
NVIDIA
NVDA
|
$482K |
| 4 |
Apple
AAPL
|
$399K |
| 5 |
O'Reilly Automotive
ORLY
|
$376K |
Sector Composition
| 1 | Technology | 18.59% |
| 2 | Healthcare | 17.85% |
| 3 | Industrials | 15.56% |
| 4 | Consumer Staples | 13.45% |
| 5 | Consumer Discretionary | 12.79% |